COPIA WEALTH MANAGEMENT LLC
EIN 27-1292118BEND, OR
COPIA WEALTH MANAGEMENT LLC (EIN 27-1292118) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $497K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
4
Total assets
$497K
A COPIA WEALTH MANAGEMENT LLC employee? See the COPIA WEALTH MANAGEMENT LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 27-1292118
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| COPIA WEALTH MANAGEMENT LLC 401(K) PLAN | 001 | 4 | $497K |
About this EIN
27-1292118 is the Employer Identification Number (EIN) COPIA WEALTH MANAGEMENT LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Oregon EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?